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Name Holding Trade Value Shares
Change
Change in
Stake
JWM
1051
Janiczek Wealth Management
Colorado
$35K +$958 +15 +3%
MCC
1052
Money Concepts Capital
Florida
$35K +$5.75K +90 +19%
WPWM
1053
Western Pacific Wealth Management
Illinois
$35K +$37.3K +584 New
AWM
1054
Accel Wealth Management
Iowa
$34K – – –
MRCM
1055
M&R Capital Management
New Jersey
$34K – – –
BIA
1056
Bell Investment Advisors
California
$34K +$13.7K +215 +62%
CA
1057
Centerpoint Advisors
Massachusetts
$33K – – –
SCA
1058
Stuart Chaussee & Associates
California
$33K – – –
BCWM
1059
Bartlett & Co Wealth Management
Ohio
$32.3K -$9.77K -153 -22%
BC
1060
Bartlett & Co
Ohio
$32K -$9.77K -153 -22%
AFIA
1061
America First Investment Advisors
Nebraska
$32K – – –
JMF
1062
Johnson Midwest Financial
Iowa
$32K – – –
FIA
1063
FNY Investment Advisers
New York
$32K +$34.2K +535 New
S
1064
Surevest
California
$31K +$64 +1 +0.2%
JWA
1065
JFS Wealth Advisors
Pennsylvania
$31K +$1.85K +29 +6%
MFT
1066
Moisand Fitzgerald Tamayo
Florida
$31K +$1.98K +31 +6%
SIC
1067
SJS Investment Consulting
Ohio
$31K +$33K +517 New
LFA
1068
Legend Financial Advisors
Pennsylvania
$30.4K +$31.9K +500 New
OCM
1069
Orion Capital Management
California
$30K – – –
SWA
1070
SOA Wealth Advisors
New York
$30K +$256 +4 +0.8%
FPFS
1071
First Personal Financial Services
North Carolina
$30K +$31.7K +496 New
TAM
1072
Tucker Asset Management
Colorado
$29.9K +$1.6K +25 +7%
JFA
1073
JNBA Financial Advisors
Minnesota
$29K – – –
TFGT
1074
TS Financial Group (TSFG)
Illinois
$28K -$5.56K -87 -16%
APC
1075
Aspire Private Capital
North Carolina
$27K -$767 -12 -3%